Echo Search Group - Financial Services team is exclusively partnered with a well-established investment bank that is seeking a newly created Associate. This role is geared toward candidates with hands-on underwriting and deal execution experience who can contribute immediately across live transactions. The position offers significant exposure to complex financing processes and direct interaction with lenders and investors within a fast-paced, entrepreneurial environment.

Key Responsibilities

Transaction Execution:
Support execution of debt and structured equity transactions from origination through closing, including investor outreach, diligence coordination, documentation review, and process management.
Credit Underwriting & Financial Analysis:
Evaluate new investment opportunities and financing structures through detailed financial modeling, including full three-statement projections (P&L, cash flow, working capital).
Analyze key credit metrics such as leverage, fixed charge coverage, and cash flow sustainability.
Structuring & Deal Strategy:
Assist in structuring debt facilities across a range of products with consideration to market dynamics and risk-adjusted returns.
Market Engagement & Execution:
Interface with lenders and capital providers during active processes; support positioning and syndication efforts, including presenting deal opportunities to financing partners.
Marketing Materials & Diligence:
Prepare Confidential Information Memoranda (CIMs) and investor presentations.
Coordinate diligence processes, including data room management, document review, and Q&A facilitation.
Documentation Exposure:
Participate in reviewing and commenting on credit agreements and related legal documentation as part of transaction execution.

Qualifications & Experience

Bachelor’s degree in Finance, Economics or related field
2–5 years of experience in private credit, leveraged finance, or capital markets roles with direct underwriting exposure
Demonstrated experience evaluating and executing live deals as part of a day-to-day workflow
Background in credit investing, underwriting, or deal-focused roles
Strong familiarity with debt structures, capital stacks, and financing processes

Core Skills

Advanced financial modeling skills, including building fully integrated operating and cash flow models
Strong credit analysis capabilities with the ability to assess risk and recommend financing solutions
Experience presenting or contributing to investment committee materials or lender-facing discussions
Exposure to structuring and negotiating debt facilities across various industries and deal sizes
Ability to manage multiple workstreams in a fast-paced environment with high attention to detail
Strong communication skills with the ability to articulate complex transactions clearly and confidently

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